Financial Specialist (Consolidation & Integration)

Financial Specialist (Consolidation & Integrations)

Hybrid Working - Local Site - 2 days a week on site.

Financial Services

Lorien's leading Pensions and Investment client is seeking an experienced Financial Consolidation & Integration Specialist to support a major financial services transition and integration programme within the Pensions, Savings & Planning division.

The successful candidate will be responsible for establishing financial models, consolidation processes and reporting frameworks to integrate financial information across multiple business entities. The role will focus on improving financial processes, harmonising management information and delivering accurate financial insights to support Financial Planning & Analysis (FP&A) and senior stakeholders.

The ideal candidate will be a commercially minded Qualified Accountant or Actuary with hands-on experience in financial consolidation, FP&A and finance transformation, preferably within the Pensions, Savings or Life Insurance sector.

They will have experience supporting complex business integrations, harmonising financial reporting and improving financial processes, alongside the ability to engage confidently with senior stakeholders.

This role will be Via Umbrella.

Working in a Hybrid Model of 2 days a week on site.

Key Responsibilities

• Develop and implement financial consolidation models and processes to integrate financial results across multiple business entities.
• Support financial integration activities across Pensions, Savings and Advice business channels.
• Establish consistent financial reporting, performance management and management information (MI) frameworks.
• Work closely with FP&A teams to ensure accurate consolidation, forecasting and financial reporting.
• Identify opportunities to streamline, automate and improve existing financial processes.
• Deliver commercial analysis and financial insights to support strategic business decisions.
• Support financial performance ownership, ensuring clear accountability and transparency across business areas.
• Engage with senior stakeholders to communicate financial performance, integration progress and key findings.
• Collaborate with Finance, Actuarial and Transformation teams to support successful programme delivery.

Essential Skills & Experience

• Qualified Accountant (ACA, ACCA, CIMA) or Qualified Actuary, with strong financial reporting and analytical experience.
• Proven experience in financial consolidation, financial integration or finance transformation programmes.
• Strong understanding of FP&A, management reporting, financial modelling and performance analysis.
• Experience developing and improving financial processes, controls and reporting frameworks.
• Excellent stakeholder management skills, including engagement with senior leadership.
• Strong analytical and problem-solving capabilities, with the ability to work independently and deliver against tight deadlines.
• Experience working within Financial Services, ideally Pensions, Savings, Life Insurance or Wealth Management.

IND_PC3

Guidant, Carbon60, Lorien & SRG - The Vertage Group Portfolio are acting as an Employment Business in relation to this vacancy.